Sugarloaf Wealth Management’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $662K | Sell |
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|
2024
Q3 | $1.25M | Sell |
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|
2024
Q2 | $1.46M | Buy |
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|
2024
Q1 | $1.47M | Sell |
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|
2023
Q4 | $1.47M | Sell |
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|
2023
Q3 | $2.25M | Hold |
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|
2023
Q2 | $2.31M | Sell |
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|
2023
Q1 | $2.5M | Hold |
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|
2022
Q4 | $2.49M | Sell |
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|
2022
Q3 | $2.16M | Hold |
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|
2022
Q2 | $2.32M | Sell |
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|
2022
Q1 | $2.89M | Hold |
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|
2021
Q4 | $3.02M | Sell |
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|
2021
Q3 | $2.85M | Sell |
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|
2021
Q2 | $2.91M | Sell |
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|
2021
Q1 | $3.08K | Hold |
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|
2020
Q4 | $2.85M | Sell |
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|
2020
Q3 | $2.59M | Sell |
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|
2020
Q2 | $2.41M | Sell |
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|
2020
Q1 | $2.1M | Buy |
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|
2019
Q4 | $1.19M | Buy |
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